Latest Institutional Purchases of Invesco Exchange Traded Fd Tr (PRF)
This list provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PRF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
10.8KNew |
$375K - $416K
|
10.8K
$494K
|
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
9KNew |
$312K - $346K
|
9K
$411K
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
7.5KNew |
$260K - $289K
|
7.5K
$343K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
5.6KNew |
$194K - $215K
|
5.6K
$256K
|
|
|
May 03, 2024
Q1 2024
|
First Long Island Investors, LLC
|
BUY
|
- |
5.5KNew |
$190K - $212K
|
5.5K
$251K
|
|
|
May 03, 2024
Q1 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
5.47KNew |
$189K - $210K
|
5.47K
$250K
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
4.75KNew |
$164K - $183K
|
4.75K
$217K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
3KNew |
$104K - $115K
|
3K
$137K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2.63KNew |
$91.2K - $101K
|
2.63K
$120K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2KNew |
$69.2K - $76.9K
|
2K
$91.4K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.5KNew |
$51.9K - $57.7K
|
1.5K
$68.5K
|
|
|
May 06, 2024
Q1 2024
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
1.38KNew |
$47.6K - $52.9K
|
1.38K
$62.8K
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
771New |
$26.7K - $29.7K
|
771
$35.2K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
761+ 510.74% |
$26.3K - $29.3K
|
910
$41.6K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
426New |
$14.7K - $16.4K
|
426
$19.5K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
250New |
$8.66K - $9.62K
|
250
$11.4K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
155New |
$5.37K - $5.96K
|
155
$7.08K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
100New |
$3.46K - $3.85K
|
100
$4.57K
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
6+ 0.44% |
$208 - $231
|
1.37K
$62.4K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2+ 0.48% |
$69.2 - $76.9
|
417
$19K
|
|
| Q4 2023 | |||||||
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
60.5K+ 2.28% |
$1.84M - $2.14M
|
2.71M
$124M
|
|
|
Feb 13, 2024
Q4 2023
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
11.8KNew |
$360K - $418K
|
11.8K
$541K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
9.92KNew |
$301K - $350K
|
9.92K
$453K
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
9.08KNew |
$276K - $321K
|
9.08K
$415K
|
|
|
Jan 19, 2024
Q4 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
6.85KNew |
$208K - $242K
|
6.85K
$313K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
6.04K+ 8.97% |
$183K - $213K
|
73.3K
$3.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
6KNew |
$182K - $212K
|
6K
$274K
|
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
6KNew |
$182K - $212K
|
6K
$274K
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
5.99KNew |
$182K - $212K
|
5.99K
$274K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.55KNew |
$47.1K - $54.7K
|
1.55K
$70.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.42KNew |
$43.2K - $50.2K
|
1.42K
$65K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.21KNew |
$36.6K - $42.5K
|
1.21K
$55K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.01K+ 10.05% |
$30.5K - $35.5K
|
11K
$503K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
1KNew |
$30.4K - $35.3K
|
1K
$45.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
525New |
$15.9K - $18.5K
|
525
$24K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
310New |
$9.41K - $10.9K
|
310
$14.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
190New |
$5.77K - $6.71K
|
190
$8.68K
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
116New |
$3.52K - $4.1K
|
116
$5.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
115+ 1.36% |
$3.49K - $4.06K
|
8.6K
$393K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
60New |
$1.82K - $2.12K
|
60
$2.74K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
55New |
$1.67K - $1.94K
|
55
$2.51K
|
|
| Q3 2023 | |||||||
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
453K+ 413.82% |
$14.4M - $75.3M
|
562K
$25.7M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
262K+ 389.2% |
$8.33M - $43.6M
|
330K
$15.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
180K+ 384.45% |
$5.7M - $29.9M
|
226K
$10.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
41.7K+ 400.0% |
$1.32M - $6.93M
|
52.1K
$2.38M
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
26.2K+ 385.98% |
$833K - $4.36M
|
33K
$1.51M
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
20.5K+ 400.0% |
$652K - $3.42M
|
25.7K
$1.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
20K+ 400.0% |
$635K - $3.33M
|
25K
$1.14M
|
|
|
Oct 23, 2023
Q3 2023
|
Austin Asset Management CO Inc
|
BUY
|
- |
19.4K+ 400.02% |
$617K - $3.23M
|
24.3K
$1.11M
|
|
|
Nov 08, 2023
Q3 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
16K+ 400.0% |
$508K - $2.66M
|
20K
$914K
|
|